Drew Payton, Mba
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Drew Payton, Mba Email & Phone Number

Licensed Financial Consultant at TIAA at TIAA
Location: Flower Mound, Texas, United States 11 work roles 2 schools
1 work email found @tiaa.org LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email a****@tiaa.org
LinkedIn Profile matched
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Current company
Role
Licensed Financial Consultant at TIAA
Location
Flower Mound, Texas, United States
Company size

Who is Drew Payton, Mba? Overview

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Quick answer

Drew Payton, Mba is listed as Licensed Financial Consultant at TIAA at TIAA, a company with 11532 employees, based in Flower Mound, Texas, United States. AeroLeads shows a work email signal at tiaa.org and a matched LinkedIn profile for Drew Payton, Mba.

Drew Payton, Mba previously worked as Money In Motion Retention Consultant at Tiaa and Sr. Customer Advocate (Harvard Team) at Tiaa. Drew Payton, Mba holds Master Of Business Administration (Mba), Finance, General from Texas Tech University.

Company email context

Email format at TIAA

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*@tiaa.org
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AeroLeads found 1 current-domain work email signal for Drew Payton, Mba. Compare company email patterns before reaching out.

Profile bio

About Drew Payton, Mba

Drew Payton, Mba is a Licensed Financial Consultant at TIAA at TIAA. He possess expertise in banking, financial analysis, credit, investments, loans and 28 more skills.

Listed skills include Banking, Financial Analysis, Credit, Investments, and 29 others.

Current workplace

Drew Payton, Mba's current company

Company context helps verify the profile and gives searchers a useful next step.

TIAA
Tiaa
Licensed Financial Consultant at TIAA
new york, new york, united states
Website
Employees
11532
AeroLeads page
11 roles

Drew Payton, Mba work experience

A career timeline built from the work history available for this profile.

Money In Motion Retention Consultant

Current
Oct 2021 - Present

Sr. Customer Advocate (Harvard Team)

- Top 4% Performer- Provide exceptional concierge level service to one of our top clients (Harvard University) participants' that includes: Transaction Assistance, Guidance, Problem-Resolution Service, Enrollment, Retention & Asset Consolidation Services- Conducted multiple continuous improvement side projects, earning my Green Belt Certification

Aug 2020 - Oct 2021

Sr. Customer Advocate

Top 10% Performer- Managed the National Call Center KPI quarterly report (50 page presentation) & provided analysis, that revealed valuable insight, resulting in 300k annual operational savings- Provided exceptional customer service & problem resolution services to the participants of our most valuable institutional clients- Served as Subject Matter Expert.

Jul 2016 - Aug 2020

Financial Services Consultant

Dallas/Fort Worth Area

- Provided exceptional inbound customer service to our Institutional Client's participants (403b, 401a & 401k account types)

Jul 2015 - Jul 2016

Sr. Client Relationship Manager

Dallas, TX

Maximized the firm’s revenue and profitability, through conducting innovative market research, credit analysis and strategic planning. Implemented multiple projects, executed product presentations with clients, while responsible for mentoring and supervising Junior Associates.

Jan 2012 - Jul 2013

Relationship Banker

Preston Center - Dallas, Texas

Consulted with commercial and consumer clients, conducted market research, financial analysis and made financial product presentations.

Jun 2010 - Dec 2011

Licensed Financial Representative

Dallas/Fort Worth Area

Apr 2009 - Jun 2009
Team & coworkers

Colleagues at TIAA

Other employees you can reach at tiaa.org. View company contacts for 11532 employees →

2 education records

Drew Payton, Mba education

Bachelor Of Business Administration (B.B.A.), Finance

Activities and Societies: Theta Xi Fraternity, Officer (Secretary)Emphasis in Financial Analysis - 12 hours of accounting courses

FAQ

Frequently asked questions about Drew Payton, Mba

Quick answers generated from the profile data available on this page.

What company does Drew Payton, Mba work for?

Drew Payton, Mba works for TIAA.

What is Drew Payton, Mba's role at TIAA?

Drew Payton, Mba is listed as Licensed Financial Consultant at TIAA at TIAA.

What is Drew Payton, Mba's email address?

AeroLeads has found 1 work email signal at @tiaa.org for Drew Payton, Mba at TIAA.

Where is Drew Payton, Mba based?

Drew Payton, Mba is based in Flower Mound, Texas, United States while working with TIAA.

What companies has Drew Payton, Mba worked for?

Drew Payton, Mba has worked for Tiaa, Tiaa-Cref, Bbva Compass, Jp Morgan Chase, and Jpmorgan Chase & Co..

Who are Drew Payton, Mba's colleagues at TIAA?

Drew Payton, Mba's colleagues at TIAA include Denise Maxwell, Ingrid Mayfield, Peter Frazer, Donald Tostevin, and Jeremy Intihar.

How can I contact Drew Payton, Mba?

You can use AeroLeads to view verified contact signals for Drew Payton, Mba at TIAA, including work email, phone, and LinkedIn data when available.

What schools did Drew Payton, Mba attend?

Drew Payton, Mba holds Master Of Business Administration (Mba), Finance, General from Texas Tech University.

What skills is Drew Payton, Mba known for?

Drew Payton, Mba is listed with skills including Banking, Financial Analysis, Credit, Investments, Loans, Finance, Portfolio Management, and Insurance.

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